See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,377 | $91,190-60.1% | $178,490-79.6% | $79,858-54.4% |
| Participation rate | 47.4% | 69.2%-21.8pp | 81.9%-34.6pp | 69.6%-22.3pp |
| Annual return | 14.95% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,667 | $3,256-48.8% | $5,011-66.7% | $2,471-32.5% |
| Participant deferral / active EE | $3,642 | $3,236+12.5% | $5,202-30.0% | $3,740-2.6% |
| Admin fee / account holder | $1,039 | $6,751-84.6% | $13,984-92.6% | $5,306-80.4% |